TL;DR — What the $200 Incubator Plan
Doesn’t Cover
Your monthly fee already gives you day-to-day bookkeeping, one business return, one personal return, and unlimited “quick-question” support.
Everything else falls into one of these buckets and is billable only if / when you need it:
🕰️
Catch-Up & Old Stuff
Rebuilding messy prior books, filing or amending past-year returns.
💸
Payroll & Contractors
Pay runs, payroll tax forms, W-2s, 1099s, benefit-plan filings.
🛍️
Sales-Tax & Extra States
Nexus studies, sales-tax permits/returns, additional state income-tax filings.
👥
Extra Entities / Spouse’s Biz
Second LLC, S-corp, partnership, or your spouse’s separate company on the joint return.
🏠
Rental & Real-Estate Extras
More than three rentals, 1031 exchanges, cost-seg studies, depreciation recapture.
📊
Deep Advisory & CFO Work
Detailed tax planning, cash-flow forecasts, budgets, KPI dashboards, investor decks.
🛡️
Audits & IRS Notices
Full audit defense or complex notice research (beyond a quick clarification).
🌐
International & Specialty Filings
FBAR/FATCA, foreign-owner forms, ERC/R&D studies, crypto or high-volume stock gains.
📑
Entity Paperwork
New LLC formation, S-corp election, conversions, dissolutions, franchise reports.
🗂️
One-Off Admin Tasks
Workers-comp audits, bill-pay, invoicing, mortgage comfort letters, Census surveys.














